Finance Head à Grande-Bretagne
Financial Planner
IDEX Consulting
Accounting Manager
Si Recruitment
Business Advisor
eRecruitSmart
Finance Manager
Tailored Recruitment Partners Limited
Management Accountant - Finance Partner & Budgeting Pro
Getinge
Découvrez plus d’offres que n’importe où ailleurs. Trouvez plus de postes maintenantFinance Manager - BP
Legal & General
Corporate Tax Manager
TPF Recruitment
Financial Adviser: Full Diary, Paraplanning Support, 60k- 90k
Exchange Street Claims & Financial Services
Entrez en contact avec des chasseurs de têtes pour postuler à des offres similairesFinancial Adviser
Exchange Street Claims & Financial Services
CFO & COO for Hypergrowth Tech Scale-up (Series B)
Kelaca
Financial Accountant – IFRS & JV Reporting
Landsec
CFO/COO
Kelaca
Financial Adviser
mbf.
Specialist Financial Adviser for Dental & Medical Pros
Wesleyan
Management Consultant - Financial Risk
CAPCO
Specialist Financial Adviser - Talent Pool
Wesleyan
Strategic Finance Associate Director - Growth & Credit
Virgin Money
Finance Director
Cedar Recruitment
Finance Assistant
Four Recruitment
Remote Finance Assistant – Flexible Hours | Excel
Rutherford Briant Recruitment
Finance Assistant
Rutherford Briant Recruitment
Remote Financial Advisor – Uncapped Earnings & Growth
NFU Mutual
Desk Based Financial Adviser
GREAT-MANS LTD
Financial Planner
Résumé du poste
A leading Accountancy & Advisory practice in Leeds is seeking a Financial Planner to lead in the region while benefiting from paraplanning and administrative support. The ideal candidate will have or be studying towards Level 6 Chartered qualifications, allowing autonomy in shaping the role to drive efficiency. The role involves building a network for client generation and utilizing internal leads, making it an exciting opportunity for driven professionals.
Qualifications
- Ideally studying towards or having achieved Level 6 Chartered qualifications.
Responsabilités
- Lead Financial Planner for the region with autonomy to shape the role and processes.
- Utilise regular internal lead flow and actively build and utilise your external network.
Formation
IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionals.
This is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency and productivity, along with enjoying full paraplanning and administrative support.
You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.
Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications.
- Lead Financial Planner for the region with autonomy to shape the role and processes to ensure efficiency and productivity, supported by paraplanning and administrative resources.
- Utilise regular internal lead flow and actively build and utilise your external network to generate new clients.
- Ideally studying towards or having achieved Level 6 Chartered qualifications.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.